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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,921 | $87,166-79.4% | $76,735-76.6% | $137,256-86.9% |
| Participation rate | 61.1% | 74.4%-13.2pp | 69.5%-8.4pp | 80.0%-18.8pp |
| Annual return | 15.00% | 26.50%-11.5pp | 29.77%-14.8pp | 220.34%-205.3pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,054 | $4,726-77.7% | $4,088-74.2% | $6,407-83.5% |
| Admin fee / account holder | $2,577 | $8,403-69.3% | $7,189-64.2% | $12,270-79.0% |